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Email Endpoints are available in PhixFlow version 11.3+
What is an Email Endpoint?
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How does an Email Endpoint work?
- An Email Account(s) must be set up in your application to receive incoming emails
- The email account setup should be:
- Type: choose Inbound
- On Email Received: choose Trigger an email endpoint actionflow
- Email Endpoint Action: choose your
Insert excerpt _email_endpoint _email_endpoint nopanel true
- The email account setup should be:
- If the emails are to be saved, a
must be created with appropriate attributes for the incoming emails, e.g. id, from, to, cc, subject, body, folderIdInsert excerpt _tables _tables nopanel true - To allow PhixFlow to save attachments, a
must be createdInsert excerpt _tableFile _tableFile name icon nopanel true - The above Table and File Table must be related, see Relationship
- Upon receiving an email, the
will run and perform the action(s) as specified with the Email Endpoint Actionflow, such as saving each incoming email as a record in a tableInsert excerpt _email_endpoint _email_endpoint nopanel true - If saving to a table, each received email saves as a seperate record
Creating an Email Endpoint
Email endpoints must be made using the specific option on the
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- Create a new
on theInsert excerpt _email_endpoint _email_endpoint nopanel true
homepage using theInsert excerpt _actionflow _actionflow nopanel true option
- Set a unique name and provide a useful descriptionThe Email Endpoint
- Configure the endpoint to perform the required tasks on receiving of incoming emails, for example, save all records to a
Insert excerpt _tables _tables nopanel true - Note: Email Endpoints cannot contain
actionsInsert excerpt _action_screen _action_screen nopanel true
- Note: Email Endpoints cannot contain
Saving Attachments
Attachments can be saved in a seperate
. Insert excerpt _tableFile _tableFile name icon nopanel true
- Click
will open in the Actionflow toolbar to open the settings for the Email Endpoint on the right - forInsert excerpt _property_settings _property_settings nopanel true - For the full Properties list,
In the Basic Settings, in the Save Attachments to field, set the
that incoming email attachments should be saved toInsert excerpt _tableFile _tableFile nopanel true - Create a new
by clicking theInsert excerpt _tableFile _tableFile nopanel true
icon or choose an existing table using theInsert excerpt _add_icon _add_icon nopanel true
icon or selecting from the drop down list.Insert excerpt _tableFile _tableFile name icon nopanel true - When creating a
to save attachments to, a folderId attribute is automatically createdInsert excerpt _tableFile _tableFile nopanel true - This attribute will also populate on the
where the email records are saved to for each email received and is used to link the attachment(s) saved in theInsert excerpt _tables _tables nopanel true
to the email fields (e.g. id, from, to, cc, subject, body, folderId) saved in theInsert excerpt _tableFile _tableFile nopanel true Insert excerpt _tables _tables nopanel true
- This attribute will also populate on the
- Create a new
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If the Email Endpoint fails, any incoming attachments will still be saved to the specified If no location is specified in the Save Attachments to field, attachments will not be saved. |
Displaying Emails
Worked Example
Coming Soon.
If you require further support on this topic, please contact PhixFlow Support via the
ChatBot, available in Insert excerpt _chat_bot _chat_bot nopanel true Image Modified Design Mode from the system controls in the top right of PhixFlow.
On this page
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